Easily collect patient forms, IDs, and insurance by adding your Intake link to your patient communications (SMS reminders or appointment emails). It’s entirely free for your practice and can be used with patients who book through Zocdoc, your website, the phone, or any other method. (It does not require your patients to create a Zocdoc account either.)
How to get started
Head to the Inbox tab in your Zocdoc account.
Select the Send patient intake button.
Select Copy link to copy your practice Intake link.
Paste the link into your patient messages, whether that’s email or SMS. If you are adding the link to messages that are sent using a third-party service, this will only work if the service allows you to customize the message.
Now, any patient who receives communications from you can easily complete their Intake requests by following the link.
Note: Patients will be asked if they are new to your practice or existing and shown the relevant Intake tasks to complete based on their selection.